In the History section, you'll find that you can easily filter transactions by date, payment method, member, amount, custom label, and more.
It is also possible on mobile to filter by "My transactions”, “Missing receipts” or “Method” (cards, transfers, direct debits, checks).
You can add as many criteria as you like, using the "and" / "or" conditions.
E.g.: transactions over €50 "or" updated last week.
You can also create, update or delete custom views that exactly fit your business needs. Indeed, by clicking on "Add a custom view" from the view list, you will be able to define the name & query of the new view. This new view can be edited at any time. Once the update is done, you just have to click on "Save and apply".
You also have the possibility to filter your transactions by using the search bar at the top of the page.
Once you're satisfied with your filter selection, you can export up to 10 000 transactions to another software.
💡The filters, the custom views and the search bar you set at this stage will impact your final export.
Here are a couple of examples of how you can use filters:
Export transactions of a certain period:
If you'd like to export your transactions from last month:
You can filter by date and set the values From: to the first day of the month and To: to the last day.
Use the Status: Executed, to exclude all pending, declined, canceled and reverted transactions.
Make sure you apply the filters to the export settings.
See all your income or expenses:
To do so, you can filter through amount:
To see income sources only: input "0" in MIN. AMOUNT. So that only >0 transactions will be displayed in the results.
To see spendings only: input "0" in MAX. AMOUNT to display <0 transactions in the results.
You can then automatically remind employees who have not submitted their receipts by clicking on Request a receipt.
Prepare your accounting
You can speed up your bookkeeping by attaching your receipts to your payments. To quickly identify the transactions with a missing attachment, you need to use the "Missing receipt(s)" filter.
☝️ Good to know: You can then automatically remind employees who have not submitted their receipts by clicking on Request a receipt.
You can also use our default view entitled "To verify" in order to verify that you have the right document, VAT rate, label for all transactions up-front and limit the number of future interactions with your accountant. This view is available from the Smart plan and above
☝️ Good to know: From the Smart plan, the VAT rate is automatically detected when you add a receipt.